Clients are disengaging rather than firing their advisers, conference hears
Investment industry criticised on ‘terrible job’ of appealing to fresh audiences
To help advisers better understand clients’ ‘financial personality’
‘We will go harder and faster’ to drive ‘good growth’
Kapoor points to UK regulation becoming more ‘goals focused’
The Marlborough Select Platform caters to advisers and their clients
Leeds and London advice firms face claims
Over 140,000 cases were lodged in H2 2024
Defaqto conference panellists urge shift to service-led, goal-driven strategies
‘Are you really listening to your clients?’